Plan Ledger DOL Form 5500 · updated monthly

Entergy Corporation401(k) + ESOP (KSOP)

SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES · NEW ORLEANS, LA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Entergy Corporation reported $886,053 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,902 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other utilities employers. By assets it is the 2nd-largest of 884 plans among Louisiana employers on file, and the 13th of 412 in utilities. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has shrunk from 10,136 to 9,114 since 2022.

Plan summary
Net assets, end of year$4,363,633,817
Participants with balances12,753
Active participants9,114
Employer contributions$53,789,083
Employee contributions$117,319,987
Employer contribution per active participant$5,902
Average account balance$342,165
Benefits paid to participants$332,416,423
Plan auditUnmodified (clean) audit opinion
AuditorDELOITTE AND TOUCHE
Plan history3
Yearassets · accounts · employer contribution
2024$4.4B · 12,753 accts · $53.8M emplr
2023$3.8B · 13,409 accts · $53.3M emplr
2022$3.4B · 14,159 accts · $52.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$422,726
Investment management$211,592
Audit (IQPA)$184,895
Total administrative$886,053
The Entergy Corporation 401(k) match · 2024
Employer contribution per active participant$5,902
Median for plans this size$5,259
2024$5,902 per active participant
2023$5,516 per active participant
2022$5,147 per active participant

Entergy Corporation's 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20249
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$422,726
DELOITTE AND TOUCHE LLP · Accounting / audit$184,896
NEWPORT TRUST COMPANY · Investment management$133,819
CALLAN LLC · Investment advisory (plan)$77,773
FRIDAY, ELDREDGE & CLARK, LLP · Legal$49,707
ALIGHT SOLUTIONS LLC · Other services$17,133
CHARLES SCHWAB CO., INC. · Securities brokerageindirect comp
THE VANGUARD GROUP, INC. · Investment managementindirect comp
BLACKROCK INST TRUST COMPANY, N.A. · Investment management · Valuationindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$886,053 · 0.02%
2023$789,276 · 0.02%
2022$1,046,958 · 0.03%
All plans at this employer5
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES401(k) + ESOP (KSOP)
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VI401(k) + ESOP (KSOP)
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VII401(k) + ESOP (KSOP)
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES VIII401(k) + ESOP (KSOP)
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES IX401(k) + ESOP (KSOP)
Same employer
Similar plansUtilities · Louisiana
Nextera Energy, Inc. FL$5.5B · 0.07%
Pg&E Corporation CA$5.0B · 0.07%
Dominion Energy, Inc. VA$4.9B · 0.06%
Siemens Energy, Inc. FL$3.9B · 0.16%
Firstenergy Corp. OH$3.9B · 0.09%
Xcel Energy Inc MN$3.5B · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721229752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.